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iShares Floating Rate Bond ETF
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Overview Fund Activity

524 hedge funds and large institutions have $4.19B invested in iShares Floating Rate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 219 increasing their positions, 163 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-11
Holders Change %
-2.06%
% of All Funds
9.2%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.49%
New
37
Increased
219
Reduced
163
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$319M
2
LPL Financial
2
LPL Financial
California
$152M
3
BBVA
3
Banco Bilbao Vizcaya Argentaria
Spain
$82.3M
4
DC
4
Davenport & Co
Virginia
$89.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$80.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$529K
3
WFS
3
Weitzel Financial Services
Iowa
$288K
4
CCM
4
Crabel Capital Management
California
$727K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
351
Gradient Capital Advisors
California
$455K – – –
HWM
352
Hohimer Wealth Management
Washington
$452K -$425K -8,361 -48%
CIAS
353
Capital Investment Advisory Services
North Carolina
$451K +$6K +118 +1%
CIA
354
Compass Ion Advisors
Pennsylvania
$447K +$447K +8,802 New
SW
355
SVB Wealth
Massachusetts
$437K – – –
AWA
356
Arete Wealth Advisors
Illinois
$435K +$74.4K +1,463 +21%
OAM
357
Oak Asset Management
California
$432K +$432K +8,500 New
ECA
358
Elevated Capital Advisors
Utah
$430K +$430K +8,460 New
GC
359
Grimes & Company
Massachusetts
$429K – – –
CS
360
Credit Suisse
Switzerland
$421K – – –
WP
361
WealthShield Partners
North Carolina
$420K -$85.6K -1,682 -17%
EA
362
Efficient Advisors
Ohio
$417K -$92.3K -1,818 -18%
AWM
363
Altavista Wealth Management
North Carolina
$414K -$76.1K -1,496 -16%
RJT
364
Raymond James Trust
Florida
$413K -$163K -3,212 -28%
FGAM
365
Financial Gravity Asset Management
Texas
$409K -$1.37K -26 -0.3%
SFP
366
Shepherd Financial Partners
Massachusetts
$408K -$765 -15 -0.2%
CIP
367
Capital Insight Partners
Arizona
$407K -$140K -2,759 -26%
LGA
368
Lebenthal Global Advisors
New York
$404K -$38.6K -760 -9%
EWA
369
Evolution Wealth Advisors
Florida
$393K – – –
RWA
370
Redhawk Wealth Advisors
Minnesota
$393K +$26.9K +528 +7%
SS
371
Simplicity Solutions
Minnesota
$386K +$147K +2,886 +61%
OWA
372
Outlook Wealth Advisors
Texas
$382K -$38.6K -758 -9%
AIC
373
Argus Investors Counsel
New York
$382K – – –
IWN
374
Independent Wealth Network
Iowa
$375K +$375K +7,382 New
PA
375
Parallel Advisors
California
$370K -$30.7K -604 -8%
13 14
15
16 17